Kathleen Cimonetti is a financial advisor with LPL Financial, holding a Series 66 credential and bringing 10 years of industry experience. Prior to joining LPL in 2024, she worked at Fidelity Investments and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of advisors. The firm offers a range of advisory programs, financial planning, and retirement consulting with access to model portfolios, research, and both discretionary and non-discretionary management services.

Cameron Donnelly is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 65 and Series 66 licenses and bringing 11 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, N.A. since 2018, and previously at Deutsche Am Distributors, Inc. from 2016 to 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individuals and institutional clients. The firm provides tailored financial planning and manages approximately $2.74 trillion in client assets.

Nicole Aguirre is a financial advisor at Merrill with a Series 66 designation and six years of experience in the industry. She previously worked at Nordstrom for ten years and has been with Bank of America, N.A. since 2026. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Teresa Soppet is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. She has worked with RBC Capital Markets since 2009 and with City National Bank since 2019. Teresa serves on the board of directors for Women Employed, a nonprofit organization focused on improving the economic status of women and removing barriers. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

George Curtin is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 66 credentials and having 22 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has a long tenure with JPMorgan Chase Bank, N.A. dating back to 2003. From 2013 to 2021, he was involved with Curtin Rental Properties. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm delivers advisory services alongside affiliated brokerage and investment management capabilities.

Colin Vorreyer is a financial advisor with OSAIC who holds a Series 66 designation and has one year of industry experience. His prior work includes roles at Northpoint Financial Group and several years at the University of Wisconsin - Whitewater and Downers Grove South. OSAIC Wealth, Inc. serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a broad network of advisors and advisory platforms. The firm provides integrated brokerage and investment advisory services with a range of portfolio management tools and access to third-party money managers and wrap programs.

Michael Malicay is a CFP® and holds a Series 66 license, with 23 years of industry experience. He has been with Equitable Advisors since 2003, following prior work at Axa Advisors, LLC. Equitable Advisors serves a broad range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm emphasizes matching clients to program models or discretionary managers through both in-house and third-party solutions.

Sydney Reyes is a financial advisor at Equitable Advisors with Series 66 registration and one year of industry experience. Prior to joining Equitable Advisors, Reyes held roles at the University of Illinois Chicago and Wahl Clipper Corporation. Outside of advisory work, Reyes serves as a regional chapter lead for CHAARG LLC, overseeing multiple chapters and leadership consultants across the U.S. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, charitable organizations, and other institutional clients, providing financial planning, retirement plan consulting, and a range of asset-management programs through a network of Investment Adviser Representatives and third-party asset managers.

Brandon Trojanowski is a financial advisor with LPL Enterprise, holding a Series 66 designation and three years of industry experience. His prior work includes roles at The Prudential Insurance Company of America and Pruco Securities LLC. He also served seven years in the United States Marine Corps. LPL Enterprise serves a broad range of clients including individuals, retirement plans, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model wealth portfolios, third-party asset management, and a variety of brokerage and insurance products via its integrated platform.

Kathryn Humecki is a CFP®-certified financial advisor with 15 years of experience, currently affiliated with Cetera. She previously worked with Avantax Advisory Services and Avantax Investment Services, and operates her own tax preparation and accounting practice. Humecki is also involved as treasurer of SoCoMCM, a nonprofit supporting the preservation of Chicago Southlands Mid-Century Modern Architecture. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering a multi-manager platform with various portfolio management and financial planning options. The firm supports independent advisors through discretionary and non-discretionary programs and provides access to affiliated and unaffiliated third-party managers.

Bryan Schneider is a financial advisor with LPL Financial in Downers Grove, IL, holding Series 63 and Series 66 credentials and bringing 28 years of industry experience. He previously worked at J.P. Morgan Securities for eight years before joining LPL Financial in 2020. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management alongside model portfolios and third-party research.

Tyler Van Lul is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2018, following prior roles at Thrivent Financial and Thrivent Investment Management Inc. Outside of his financial advisory work, he is involved in the hospitality industry as an employee in restaurant and nightclub ventures in Chicago. Morgan Stanley Wealth Management provides comprehensive advisory programs and tailored financial planning to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and market-based modeling techniques to support its financial planning process.

Ekta Patel is a financial advisor with Morgan Stanley in Oak Brook, IL, holding Series 63 and Series 66 credentials and two years of industry experience. Prior to joining Morgan Stanley, she worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A. Outside of her advisory work, she has been involved with The Shaadi House since 2022. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm’s planning process uses structured discovery and modeling tools but does not include individual security recommendations within standalone plans.

Harold Rosenblume is a financial advisor at LPL Financial with 31 years of industry experience. He holds Series 63 and Series 65 credentials and has been with LPL Financial since 2006. Rosenblume is also involved in private wealth management through a DBA affiliated with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services with both discretionary and non-discretionary management options.

David Beveridge Jr. is a financial advisor with RBC Capital Markets in Palos Heights, IL, holding Series 63 and Series 65 designations and 39 years of industry experience. He has worked at RBC Capital Markets Corporation since 2008 and previously worked at City National Bank from 2019 to 2025. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm offers various wrap fee advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, alongside integrated capital markets and lending capabilities.

Shriyal Patel is a financial advisor at Equitable Advisors with a Series 66 designation and one year of industry experience. Prior to joining Equitable Advisors, he held positions at Hightower Advisors and Emerson Automation Solutions. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations, offering financial planning, retirement consulting, and asset management services through a network of Investment Adviser Representatives and third-party program sponsors.

Zachary Melone is a financial advisor at Equitable Advisors with nine years of industry experience. He holds the Series 66 designation and has been with Equitable Advisors since 2016, including time with its predecessor firm, Axa Advisors. He is the owner and sole member of DBA Life Loyal Advisors. Equitable Advisors serves a diverse client base, including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a combination of proprietary and third-party advisory models and emphasizes fiduciary services through credentialed advisers.

Michael McNally is a CFP® with 29 years of industry experience, currently advising through LPL Financial since 2021. He also operates Triwealth Partners, LLC, which he founded in 2019, and has prior experience with Waddell & Reed, Inc. and various insurance carriers. Outside of his advisory work, McNally has managed rental property investments since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions. The firm offers a diverse range of advisory programs, financial planning, and brokerage services, utilizing research from LPL Research and third-party subadvisors to support both discretionary and non-discretionary portfolio management.

Anastasia Kilias is a financial advisor at Edward Jones with 15 years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Edward Jones in 2022, she worked in educational roles within Summit Hill and New Lenox school districts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Justin Chibucos is a CFP® professional with 25 years of industry experience, currently serving at Equitable Advisors since 2001. He previously worked at Axa Advisors, LLC from 2001 to 2020. Outside of his advisory role, Chibucos is a managing partner of LIFE LOYAL ADVISORS and serves on the finance committee and board of TRAIN GE, a semi-private fitness gym. Equitable Advisors provides financial planning, retirement plan consulting, and a range of asset-management programs to individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm emphasizes matching clients to program models or discretionary managers, often utilizing third-party asset managers and advisory programs.